See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,621 | $201,272+26.5% | $184,203+38.2% | $145,922+74.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.86% | 29.00%-12.1pp | 28.81%-12.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $421 | $7,022-94.0% | $6,427-93.5% | $4,660-91.0% |
| Participant deferral / active EE | $20,744 | $9,806+111.5% | $9,131+127.2% | $6,688+210.2% |
| Admin fee / account holder | $171 | $16,364-99.0% | $13,901-98.8% | $13,397-98.7% |